Reilly Financial Advisors’s Public Storage Depositary Shares, Each Representing 1/1,000 of a 5.20% Cumulative Preferred Share of PSA.PRW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 889 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1132 |
|
|
2015
Q4 | – | Sell |
-2,450
| Closed | -$58K | – | 1169 |
|
|
2015
Q3 | $58K | Hold |
2,450
| – | – | 0.01% | 366 |
|
|
2015
Q2 | $57K | Hold |
2,450
| – | – | 0.01% | 409 |
|
|
2015
Q1 | $59K | Hold |
2,450
| – | – | 0.01% | 383 |
|
|
2014
Q4 | $57K | Hold |
2,450
| – | – | 0.01% | 247 |
|
|
2014
Q3 | $55K | Hold |
2,450
| – | – | 0.01% | 243 |
|
|
2014
Q2 | $55K | Buy |
2,450
+725
| +42% | +$16.3K | 0.01% | 254 |
|
|
2014
Q1 | $36K | Hold |
1,725
| – | – | 0.01% | 328 |
|
|
2013
Q4 | $33K | Hold |
1,725
| – | – | 0.01% | 318 |
|
|
2013
Q3 | $35K | Buy |
1,725
+1,225
| +245% | +$24.9K | 0.01% | 267 |
|
|
2013
Q2 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 443 |
|